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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
Nicolet Advisory Services
Wisconsin
$4.84M +$4.82M +162,778 New
WCM
27
Wealthcare Capital Management
Virginia
$4.37M -$1.75M -58,943 -29%
SRSA
28
S.R. Schill & Associates
Washington
$4.35M +$50.5K +1,705 +1%
BCI
29
Brinker Capital Investments
Pennsylvania
$4.29M +$53.9K +1,819 +1%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.63M +$198K +6,687 +6%
SWM
31
SigFig Wealth Management
California
$3.58M +$65.9K +2,224 +2%
SFSG
32
Stearns Financial Services Group
North Carolina
$3.48M +$154K +5,190 +5%
LWS
33
Lucia Wealth Services
California
$2.91M +$335K +11,309 +13%
AWM
34
AE Wealth Management
Kansas
$2.65M +$2.64M +89,043 New
SS
35
Simplicity Solutions
Minnesota
$2.53M +$2.52M +85,105 New
RFM
36
Royal Fund Management
Florida
$2.47M +$2.34M +79,029 +2,050%
LJAC
37
L.J. Altfest & Co
New York
$2.18M +$2.17M +73,266 New
W
38
Wealthquest
Ohio
$2.08M -$337K -11,392 -14%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.02M +$1.18M +39,666 +140%
Allianz Asset Management
40
Allianz Asset Management
Germany
$2.01M
AI
41
Atria Investments
North Carolina
$1.86M -$2.74M -92,636 -60%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$1.78M +$74.9K +2,527 +4%
RC
43
Roundview Capital
New Jersey
$1.72M +$832K +28,089 +94%
ECA
44
Elevated Capital Advisors
Utah
$1.72M +$1.66M +55,985 New
BAM
45
Berkshire Asset Management
Pennsylvania
$1.63M +$305K +10,310 +23%
I2I
46
Insight 2811 Inc
Illinois
$1.56M -$207K -6,983 -12%
Ameriprise
47
Ameriprise
Minnesota
$1.39M +$512K +17,296 +59%
FHC
48
First Heartland Consultants
Missouri
$1.31M -$9.57K -323 -0.7%
PP
49
PrairieView Partners
Minnesota
$1.25M -$293K -9,887 -19%
MBTD
50
Mechanics Bank - Trust Department
California
$1.23M +$202K +6,834 +20%